CIK 1730765
Triumph Capital Management
Institutional 13F holdings & portfolio
Holdings
1,769
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,769
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 63K | $1M+ | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 221K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 16K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 235K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 132K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 113K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 90K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 208K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 147K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 150K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 11K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 156K | $1M+ | SH |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 136K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 181K | $1M+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 52K | $1M+ | SH |
| IWR | ISHARES TR | 60K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 27K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 103K | $1M+ | SH |
| IWM | ISHARES TR | 20K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 62K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 15K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 135K | $1M+ | SH |
| TLT | ISHARES TR | 52K | $1M+ | SH |
| QUAL | ISHARES TR | 23K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 44K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 99K | $1M+ | SH |
| ZALT | INNOVATOR ETFS TRUST | 109K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 124K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 45K | $1M+ | SH |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 59K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 52K | $1M+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 102K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 32K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 25K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| VPLS | VANGUARD MALVERN FDS | 28K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 46K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 14K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 21K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 96K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 33K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |